Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ISSDY (Iss A/S ADR) | NA | -9.41% | -8.15% | -6.74% | NA | NA | NA | … | … |
Data as of 08/12/2024, Common starting date is 11/26/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ISSDY (Iss A/S ADR) | 11/26/2014 | 08/12/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 5.68 | -9.41 | -8.15 | -6.74 | NA | NA | NA | … | … | 9.04 | -16.43 | 13.17 | 7.81 | -29.95 | -6.86 | -22.14 | 8.18 | 1.66 | 27.02 | 1.98 |
| Sharpe Ratio | NA | -0.19 | -0.19 | -0.15 | NA | NA | NA | … | … | 0.41 | -0.28 | 0.23 | 0.21 | -0.48 | -0.21 | -0.68 | 0.24 | 0.05 | 0.86 | 3.69 |
| Standard Deviation(%) | NA | 69.82 | 56.16 | 54.91 | NA | NA | NA | … | … | 28.12 | 75.30 | 51.95 | 37.76 | 63.24 | 38.86 | 34.52 | 32.19 | 32.03 | 31.47 | 6.48 |
| Draw Down(%) | NA | 34.42 | 43.90 | 63.12 | NA | NA | NA | … | … | 12.28 | 38.24 | 29.68 | 31.11 | 60.93 | 34.41 | 32.24 | 13.84 | 15.67 | 18.83 | 0.00 |
| Yield(%) | 0.00 | 1.57 | 0.84 | 0.46 | 2.32 | 1.54 | 1.16 | … | … | 1.88 | 1.44 | 0.00 | 0.00 | 0.00 | 4.05 | 3.49 | 3.15 | 4.73 | 2.42 | 0.00 |
Data as of 08/12/2024, Common starting date is 11/26/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ISSDY (Iss A/S ADR) |
-30.56%
Oct 2017 – Oct 2020 |
-16.32%
Sep 2017 – Sep 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ISSDY (Iss A/S ADR) |
13.99%
Mar 2020 – Mar 2023 |
0.26%
Dec 2014 – Dec 2019 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart